Atticus Wealth Management, LLC ETFs

Atticus Wealth Management, LLC

$281 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLE Energy Sector Spdr	$0	$42,000 0.01% of portfolio	456	Q1 2025 Reduced 35.14%
INQQ Exchange Traded Concepts Tr In	$0	$42,000 0.01% of portfolio	2,994	Q1 2025 Reduced 70.21%
EPI Wisdomtree Tr India Earnings F	$0	$42,000 0.01% of portfolio	976	Q1 2025 Reduced 72.59%
IGM Ishares Expanded Tech Sector E	$0	$40,000 0.01% of portfolio	444	Q1 2024 Added 500.0%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$39,000 0.01% of portfolio	757	Q1 2025 Reduced 61.48%
VOX Vanguard Communication Service	$0	$37,000 0.01% of portfolio	250	Q2 2023 New
VB Vanguard Small Cap ETF	$0	$35,000 0.01% of portfolio	159	Q1 2025 Reduced 57.03%
TZA Direxion Shs ETF Tr Direxion D	$0	$34,000 0.01% of portfolio	2,000	Q1 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$34,000 0.01% of portfolio	356	Q1 2025 Added 0.28%
SLV I Shares Silver Trust	$15.8B	$33,000 0.01% of portfolio	1,066	Q3 2024 Added 144.5%
STLG Ishares Factors Us Growth Styl	$0	$32,000 0.01% of portfolio	640	Q1 2025 Added 0.16%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$30,000 0.01% of portfolio	704	Q1 2025 Reduced 89.26%
USFR Wisdomtree Floating Rate Treas	$0	$29,000 0.01% of portfolio	595	Q1 2025 Reduced 59.5%
ESGD Ishares Trust Ishares Esg Awar	$0	$28,000 0.01% of portfolio	343	Q1 2025 Reduced 1.44%
XLB Select Sector Spdr Fd Material	$0	$28,000 0.01% of portfolio	337	Q1 2025 Added 0.6%
IYF Ishares Tr	$0	$24,000 0.01% of portfolio	220	Q1 2025 Reduced 18.52%
IEMG Ishares Inc	$0	$22,000 0.01% of portfolio	415	Q1 2025 Reduced 21.7%
VIGI Vanguard Whitehall Fds Intl Di	$0	$21,000 0.01% of portfolio	259	Q1 2025 Reduced 53.91%
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$21,000 0.01% of portfolio	200	Q4 2021 New
LIT Global X Fds Global X Lithium	$0	$19,000 0.01% of portfolio	500	Q2 2023 Added 900.0%
VEA Vanguard Ftse Developed Market	$0	$19,000 0.01% of portfolio	384	Q1 2025 Reduced 13.32%
EVX Vaneck ETF Tr Environmental Se	$0	$18,000 0.01% of portfolio	509	Q1 2025 Added 399.02%
QYLD Global X Fdsnasdaq 100 Covered	$0	$17,000 0.01% of portfolio	1,080	Q3 2024 Reduced 2.17%
USMV Ishares Msci Usa Min Vol Facto	$0	$17,000 0.01% of portfolio	188	Q3 2024 Reduced 4.57%
VEU Vanguard Ftse All World Ex Us	$0	$15,000 0.01% of portfolio	260	Q1 2025 Added 1.56%
ECAT Black Rock Esg Capital Allocation Trust	$0	$15,000 0.01% of portfolio	1,000	Q2 2024 New
ITA Ishares Tr	$0	$15,000 0.01% of portfolio	100	Q4 2024 New
IJK Ishares S&P Midcap 400 Growth	$0	$15,000 0.01% of portfolio	188	Q4 2022 New
IWR Ishares Russell Mid Cap ETF	$0	$15,000 0.01% of portfolio	186	Q1 2025 Reduced 2.62%
SPSM Spdr Portfolio S&P 600 Small C	$0	$14,000 0.0% of portfolio	357	Q1 2025 Added 0.85%
ICLN Ishares	$0	$11,000 0.0% of portfolio	1,000	Q4 2022 Reduced 6.02%
BCAT Black Rock Capital Allocation Trust	$0	$11,000 0.0% of portfolio	780	Q2 2024 New
IEFA Ishares Tr	$0	$10,000 0.0% of portfolio	134	Q1 2025 Reduced 24.72%
IBB Ishares Biotechnology ETF	$0	$9,000 0.0% of portfolio	75	Q2 2023 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$7,000 0.0% of portfolio	294	Q4 2024 Added 200.0%
UAUG Innovator U.S. Equity Ultra Bu	$0	$6,000 0.0% of portfolio	200	Q4 2022 New
PBD Invesco ETF Tr Ii Global Clean	$0	$4,000 0.0% of portfolio	427	Q1 2025 Added 0.71%
IVE Ishares S&P 500 Value ETF	$0	$3,000 0.0% of portfolio	17	Q3 2024 Reduced 83.65%
TLT Ishares Barclays 20+ Year Trea	$0	$1,000 0.0% of portfolio	11	Q3 2024 Reduced 87.21%
SCHH Schwab Strategic U.S. Reit ETF	$0	$1,000 0.0% of portfolio	86	Q1 2025 Added 1.18%
SOXQ Invesco ETF Tr Ii Invesco Phlx	$0	$1,000 0.0% of portfolio	46	Q2 2024 New
MUB Ishares National Muni Bond ETF	$0	$1,000 0.0% of portfolio	12	Q4 2023 Reduced 97.57%
SMH Vaneck ETF Tr Semiconductor Et	$0	$1,000 0.0% of portfolio	6	Q4 2024 New
IXC Ishares Tr Global Energy ETF	$0	$0 0.0% of portfolio	12	Q3 2024 Reduced 76.92%
SPTL Spdr Portfolio Long Term Treas	$0	$0 0.0% of portfolio	11	Q3 2024 Reduced 45.0%
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$0 0.0% of portfolio	1	Q3 2023 New
SHY Ishares Barclays 1 3 Year Trea	$0	$0 0.0% of portfolio	0	Q1 2025 New
PEY Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	0	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$0 0.0% of portfolio	4	Q4 2024 Added 100.0%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$0 0.0% of portfolio	0	Q1 2025 New

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